401(k) · DOL Form 5500 · 2024

Tarter Gate Co., LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
852
Participants Near avg headcount
58th
Percentile by assets National rank
$12,786
Avg per participant Low balance/head
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Official DOL plan name: Tarter Gate Company 401(k) Plan · Sponsored by Tarter Gate Co., LLC · Kentucky · Manufacturing

$11M in assets, 852 participants

Tarter Gate Co., LLC's Tarter Gate Company 401(k) Plan reported $11M in total assets and 852 participants in its 2024 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,801 in Manufacturing (17,777 peers)

What the 2024 filing shows

Tarter Gate Company 401(k) Plan holds $11M for 852 participants - about $12,786 per participant, above the median plan by assets.

#7,801
in Manufacturing (17,777 peers)
-4.5%
assets change YoY

The plan reported a net loss of $512K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tarter Gate Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Tarter Gate Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,893,638 Top 42% higher than 58% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tarter Gate Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tarter Gate Company 401(k) Plan sits mid-pack in the medium band (852 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tarter Gate Company 401(k) Plan reported net income rose from -$640K in the plan year 2023 filing to -$512K in the plan year 2024 filing.
  • Tarter Gate Company 401(k) Plan reported participants fell from 981 in the plan year 2023 filing to 852 in the plan year 2024 filing.
  • Tarter Gate Company 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610662270 · Tarter Gate Co., LLC PY 2024 · 401(k)

Tarter Gate Company 401(k) Plan · $11M · 852 · 58th

  • PHOTO $11M
  • IND 852
  • EOY 58th
  • 5500 401(k)
  • ASSETS near Daedong-USA, Inc. 401(k) Plan
  • PCT ind #7801

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Kentucky →

Tarter Gate Company 401(k) Plan in the asset neighbourhood

Tarter Gate Company 401(k) PlanTarter Gate Company 401(k) P…$11MDaedong-USA, Inc. 401(k) Plan$11MMtx Group 401(k) Plan$11MYazoo Mills, Inc. Cash or Deferred Profit Sharing PlanYazoo Mills, Inc. Cash or De…$11MCmts 401(k) Plan$11M
End-of-year total assets ($M) among Tarter Gate Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$512K
Employer EIN610662270
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tarter Gate Co., LLC)

Sponsor-wide plan assets over time

All Tarter Gate Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 4.491871807595665% vs 2023
2024 filing year
$10.8M$11M$11.2M$11.4M$11.6M 20232024 $11.4M $10.9M ▼ -4.6%
Year Plans Participants Total Assets
2023 1 981 $11M
2024 1 852 $11M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tarter Gate Company 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Tarter Gate Company 401(k) Plan, Total assets ($B): 0.010893638 · Participants: 852Tarter Gate Company 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Tarter Gate Company 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Tarter Gate Company 401(k) Plan side-by-side with 3 peers →

Tarter Gate Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Daedong-USA, Inc. 401(k) Plan in NC ($11M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (852 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (852 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tarter Gate Company 401(k) Plan assets move in 2024? ▼
Tarter Gate Company 401(k) Plan edged down modestly - down 4.5% during 2024, from $11M to $11M. Reported net income was -$512K.
How have Tarter Gate Co., LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tarter Gate Co., LLC's sponsor-wide assets declined 4.5%, from $11M to $11M.
Which 401(k) plans are similar in size to Tarter Gate Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daedong-USA, Inc. 401(k) Plan in NC ($11M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Tarter Gate Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodloch Pines Inc. 401(k) Plan in PA (852 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610662270.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.